雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1101	Baltimore-Washington Financial Advisors Columbia, Maryland	US$1.13億	+US$94萬	5	10.56%	增持
1102	EARNEST Partners Atlanta, Georgia	US$1.13億	+US$2061萬	15	0.66%	增持
1103	Mariner Independent Advisor Network Overland Park, Kansas	US$1.13億	-US$263萬	9	5.1%	減碼
1104	SouthState Corp Winter Haven, Florida	US$1.12億	-US$33.4萬	7	9.69%	減碼
1105	Bowie Capital Management Richardson, Texas	US$1.12億	+US$1039萬	3	14.01%	增持
1106	Carret Asset Management New York	US$1.12億	-US$233萬	8	13.15%	減碼
1107	DDD Partners Bellevue, Washington	US$1.12億	+US$1673萬	7	17.06%	增持
1108	Polunin Capital Partners London, United Kingdom	US$1.12億	+US$1.1億	1	34.61%	新
1109	NewEdge Wealth Pittsburgh, Pennsylvania	US$1.12億	-US$299萬	7	8.55%	減碼
1110	AIA Group Hong Kong	US$1.12億	+US$2296萬	10	7.69%	增持
1111	Lincoln National Corp Radnor, Pennsylvania	US$1.12億	+US$7.2萬	12	2.39%	增持
1112	Chas P. Smith & Associates (CPS) Lakeland, Florida	US$1.11億	-US$57.5萬	6	8.67%	減碼
1113	ALAM Asahi Life Asset Management Tokyo, Japan	US$1.11億	+US$1425萬	11	14.85%	增持
1114	TFM TPI Fund Managers London, United Kingdom	US$1.11億	+US$370萬	2	15.31%	增持
1115	Glynn Capital Management Menlo Park, California	US$1.11億	-US$224萬	6	10.15%	減碼
1116	Diamond Hill Capital Management Columbus, Ohio	US$1.11億	-US$475萬	2	0.42%	減碼
1117	Beaumont Financial Advisors Needham, Massachusetts	US$1.11億	+US$525萬	9	8.46%	增持
1118	Pentwater Capital Management Naples, Florida	US$1.11億	+US$2310萬	4	0.91%	增持
1119	YCG LLC Austin, Texas	US$1.11億	+US$350萬	2	10.73%	增持
1120	CSM Advisors Warrendale, Pennsylvania	US$1.11億	+US$482萬	6	7.31%	增持
1121	Sequoia Financial Advisors Akron, Ohio	US$1.1億	+US$1314萬	9	4.03%	增持
1122	Alpha Wave Global New York	US$1.1億	-US$4280萬	2	7.05%	減碼
1123	NWAM LLC Mercer Island, Washington	US$1.1億	-US$299萬	10	10.21%	減碼
1124	TM Tikvah Management Charlotte, North Carolina	US$1.1億	-US$502萬	3	30.37%	減碼
1125	Ledyard National Bank	US$1.1億	-US$143萬	7	11.24%	減碼